+499.2%
NOW vs WU
-36.0%
+535.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.3% |
| 7D | -3.0% | +11.7% | -14.7% | -6.7% |
| 30D | -26.0% | +12.6% | -38.6% | -29.2% |
| 3M | -13.1% | -0.5% | -12.6% | -13.5% |
| 6M | +14.5% | -18.2% | +32.7% | +20.6% |
| YTD | -33.4% | -19.0% | -14.4% | -29.9% |
| 1Y | -40.6% | -16.7% | -23.9% | -38.2% |
| 3Y | -16.3% | -21.0% | +4.7% | -13.8% |
| 5Y | -26.3% | -41.7% | +15.4% | -16.5% |
| All | +499.2% | -36.0% | +535.2% | +479.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling